AMD will have a tricky time getting into AI

Stefan Mileschin · 2nd August 2023, 14:08

Has to face competition and high expectations

AMD’s plans to launch its first graphics chips targeted to the AI market will have a tough time meeting big expectations and because it showed up a little late to market.

The cocaine nose jobs of Wall Street are fixated on the fourth quarter when the company will launch its GPU chips to accelerate and run AI in data centres.

This is because rival Nvidia doesn’t need to wait until the end of the year to cash in on AI. In fact, it just told its investors last quarter that it expects a significant boost from its graphics accelerator chips in July, one factor that could fuel record quarterly revenue.

AMD’s roadmap is to launch its MI300 family of chips in the fourth quarter, and it is currently sampling them with its leading AI, high-performance computing and cloud customers.

Listening to AMD’s post-results call, it appears that many analysts, instead of focusing on the ongoing quarter, leapt to the fourth quarter and beyond, to get a sense of how much revenue AMD expects from MI300.

https://fudzilla.com/news/ai/57350-a...etting-into-ai

2nd August 2023, 14:08	#1
Stefan Mileschin [M] Reviewer Join Date: May 2010 Location: Romania Posts: 153,575	AMD will have a tricky time getting into AI Has to face competition and high expectations AMD’s plans to launch its first graphics chips targeted to the AI market will have a tough time meeting big expectations and because it showed up a little late to market. The cocaine nose jobs of Wall Street are fixated on the fourth quarter when the company will launch its GPU chips to accelerate and run AI in data centres. This is because rival Nvidia doesn’t need to wait until the end of the year to cash in on AI. In fact, it just told its investors last quarter that it expects a significant boost from its graphics accelerator chips in July, one factor that could fuel record quarterly revenue. AMD’s roadmap is to launch its MI300 family of chips in the fourth quarter, and it is currently sampling them with its leading AI, high-performance computing and cloud customers. Listening to AMD’s post-results call, it appears that many analysts, instead of focusing on the ongoing quarter, leapt to the fourth quarter and beyond, to get a sense of how much revenue AMD expects from MI300. https://fudzilla.com/news/ai/57350-a...etting-into-ai

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